MUNY vs XJH
Comparison between VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).
MUNY vs XJH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MUNY
$372M
Winner
XJH
$372M
Expense Ratio
Winner
MUNY
0.09%
XJH
0.12%
Max Drawdown
Winner
MUNY
2.96%
XJH
25.71%
Sharpe Ratio
MUNY
0.34
Winner
XJH
1.18
5Y Beta
Winner
MUNY
0.06
XJH
0.99
P/E Ratio
MUNY
N/A
XJH
25.46
Forward P/E
MUNY
N/A
XJH
16.74
5Y Dividends CAGR
MUNY
N/A
XJH
41.93%
5Y EPS CAGR
MUNY
N/A
XJH
12.62%
Debt to Equity
MUNY
N/A
XJH
42.66%
P/S Ratio
MUNY
N/A
XJH
1.59
P/B Ratio
MUNY
N/A
XJH
2.79
MUNY vs XJH - Historical Returns
Returns include dividend reinvestment.
1M
MUNY
+0.59%
Winner
XJH
+1.20%
3M
MUNY
+0.27%
Winner
XJH
+5.87%
6M
MUNY
+1.77%
Winner
XJH
+11.82%
1Y
MUNY
+6.75%
Winner
XJH
+24.57%
5Y(CAGR)
MUNY
N/A
XJH
+7.22%
Max(CAGR)
MUNY
+6.73%
Winner
XJH
+14.59%
MUNY vs XJH - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MUNY | XJH |
|---|---|---|
| 2026 | +1.21% | +10.36% |
| 2025 | +5.54% | +8.63% |
| 2024 | N/A | +12.53% |
| 2023 | N/A | +17.08% |
| 2022 | N/A | -14.48% |
| 2021 | N/A | +25.63% |
| 2020 | N/A | +29.59% |
MUNY vs XJH Drawdown Comparison
The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.
The current MUNY drawdown is -0.61%. The current XJH drawdown is -2.05%.
| Rank | MUNY | XJH |
|---|---|---|
| #1 | -2.70% Feb 27, 2026 - Mar 24, 2026 | -25.06% Nov 16, 2021 - Feb 15, 2024 |
| #2 | -1.98% Jun 4, 2025 - Sep 5, 2025 | -24.55% Nov 25, 2024 - Dec 10, 2025 |
| #3 | -0.49% May 27, 2025 - Jun 4, 2025 | -9.61% Feb 20, 2026 - Apr 17, 2026 |
| #4 | -0.35% Nov 11, 2025 - Dec 23, 2025 | -8.10% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -0.35% Jan 14, 2026 - Feb 2, 2026 | -7.62% Mar 28, 2024 - Jul 15, 2024 |
| #6 | -0.30% Sep 17, 2025 - Oct 6, 2025 | -7.29% May 7, 2021 - Sep 2, 2021 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -6.13% Mar 15, 2021 - Apr 12, 2021 |
| #8 | -0.11% Feb 19, 2026 - Feb 23, 2026 | -5.93% Oct 23, 2020 - Nov 5, 2020 |
| #9 | -0.10% Feb 9, 2026 - Feb 12, 2026 | -5.17% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -0.08% Feb 24, 2026 - Feb 26, 2026 | -5.12% Sep 2, 2021 - Oct 20, 2021 |
| #11 | -0.07% Dec 30, 2025 - Jan 2, 2026 | -4.91% Feb 24, 2021 - Mar 10, 2021 |
| #12 | -0.07% Dec 24, 2025 - Dec 30, 2025 | -4.36% May 6, 2026 - May 26, 2026 |
| #13 | -0.06% Oct 13, 2025 - Oct 15, 2025 | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -0.04% Oct 21, 2025 - Oct 24, 2025 | -3.39% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -0.03% Sep 11, 2025 - Sep 15, 2025 | -2.80% Apr 20, 2026 - May 6, 2026 |
Correlation
Correlation between MUNY and XJH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2020 - 2026)
MUNY vs XJH dividend yield comparison.
| Year | MUNY | XJH |
|---|---|---|
| 2026 | 1.32% | 0.20% |
| 2025 | 1.80% | 1.24% |
| 2024 | 0.00% | 1.24% |
| 2023 | 0.00% | 1.38% |
| 2022 | 0.00% | 1.45% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 0.36% |
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